Wealth Trust Axiom LLC Utilities Sector Spdr Transaction History

Wealth Trust Axiom LLC

  • $329 Million
  • Q3 2024

A detailed history of Wealth Trust Axiom LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 7,377 shares of XLU stock, worth $600,856. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,377
Previous 7,476 1.32%
Holding current value
$600,856
Previous $509,000 16.9%
% of portfolio
0.18%
Previous 0.17%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$67.67 - $80.78 $6,699 - $7,997
-99 Reduced 1.32%
7,377 $595,000
Q1 2024

May 10, 2024
BUY
$59.95 - $65.65 $34,531 - $37,814
576 Added 8.35%
7,476 $490,000
Q4 2023

Feb 05, 2024
BUY
$56.19 - $65.96 $842 - $989
15 Added 0.22%
6,900 $436,000
Q4 2022

Jan 30, 2023
SELL
$61.52 - $72.67 $61 - $72
-1 Reduced 0.01%
6,885 $485,000
Q3 2022

Nov 02, 2022
BUY
$65.51 - $78.12 $65 - $78
1 Added 0.01%
6,886 $451,000
Q2 2022

Jul 27, 2022
BUY
$64.87 - $76.96 $129 - $153
2 Added 0.03%
6,885 $482,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $65 - $74
1 Added 0.01%
6,883 $512,000
Q4 2021

Feb 02, 2022
SELL
$63.88 - $71.58 $10,156 - $11,381
-159 Reduced 2.26%
6,882 $492,000
Q3 2021

Oct 14, 2021
BUY
$63.56 - $70.07 $190 - $210
3 Added 0.04%
7,041 $449,000
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $26,366 - $28,239
417 Added 6.3%
7,038 $445,000
Q1 2021

Apr 14, 2021
BUY
$58.36 - $64.15 $175 - $192
3 Added 0.05%
6,621 $423,000
Q4 2020

Feb 04, 2021
BUY
$59.98 - $66.76 $179 - $200
3 Added 0.05%
6,618 $414,000
Q3 2020

Oct 21, 2020
BUY
$56.7 - $61.49 $170 - $184
3 Added 0.05%
6,615 $392,000
Q2 2020

Jul 31, 2020
BUY
$51.79 - $62.83 $517 - $628
10 Added 0.15%
6,612 $373,000
Q1 2020

Apr 10, 2020
BUY
$44.93 - $70.98 $494 - $780
11 Added 0.17%
6,602 $365,000
Q4 2019

Feb 04, 2020
BUY
$61.37 - $64.82 $11,905 - $12,575
194 Added 3.03%
6,591 $425,000
Q3 2019

Nov 05, 2019
BUY
$62.5 - $64.93 $437 - $454
7 Added 0.11%
6,397 $414,000
Q2 2019

Aug 07, 2019
BUY
N/A
290 Added 4.75%
6,390 $381,000
Q1 2018

May 01, 2018
BUY
N/A
1,000 Added 19.61%
6,100 $308,000
Q3 2017

Nov 01, 2017
BUY
N/A
5,100
5,100 $270,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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